ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

GRAND WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001939443)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 252 Value ($000) $30 Avg Close — Range —
Q3 2025
Shares 252 Value ($000) $30 Avg Close — Range —
Q2 2025
Shares 263 Value ($000) $29 Avg Close — Range —
Q1 2025
Shares 263 Value ($000) $27 Avg Close — Range —
Q4 2024
Shares 263 Value ($000) $30 Avg Close — Range —
Q3 2024
Shares 263 Value ($000) $31 Avg Close — Range —
Q2 2024
Shares 263 Value ($000) $28 Avg Close — Range —
Q1 2024
Shares 263 Value ($000) $29 Avg Close — Range —
Q4 2023
Shares 262 Value ($000) $28 Avg Close — Range —
Q3 2023
Shares 263 Value ($000) $25 Avg Close — Range —
Q2 2023
Shares 263 Value ($000) $26 Avg Close — Range —
Q1 2023
Shares 263 Value ($000) $25 Avg Close — Range —
Q4 2022
Shares 263 Value ($000) $25 Avg Close — Range —
Q3 2022
Shares 263 Value ($000) $23 Avg Close — Range —
Q2 2022
Shares 263 Value ($000) $24 Avg Close — Range —
Q1 2022
Shares 263 Value ($000) $28 Avg Close — Range —
Q4 2021
Shares 263 Value ($000) $30 Avg Close — Range —